JPMorgan International Bond Opportunities ETF(JPIB)

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JPMorgan International Bond Opportunities ETF(JPIB)

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$47.86—

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JPIB(JPIB)

JPIB

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Institutional Ownership

Top 293 Institutional Holders

Holder	Shares	Date	Change	% Held
Avantax Planning Partners, Inc.	2.52M	Jun 30, 26	+85.18K	5.71%
LPL Financial LLC	1.70M	Jun 30, 26	+141.16K	3.85%
Rice Partnership, LLC	1.63M	Jun 30, 26	+134.63K	3.69%
FSM Wealth Advisors, LLC	1.38M	Jun 30, 26	+214.25K	3.13%
Hills Bank & Trust Co	1.27M	Jun 30, 26	+847.65K	2.87%
BANK OF AMERICA CORP /DE/	1.18M	Jun 30, 26	+103.05K	2.68%
HighTower Advisors, LLC	991.90K	Jun 30, 26	+9.21K	2.25%
Parallel Advisors, LLC	988.93K	Jun 30, 26	+105.93K	2.24%
Prime Capital Investment Advisors, LLC	924.75K	Jun 30, 26	-2.29K	2.10%
RAYMOND JAMES FINANCIAL INC	878.68K	Jun 30, 26	+266.09K	1.99%
Cetera Investment Advisers	808.93K	Jun 30, 26	+51.45K	1.83%
MORGAN STANLEY	569.47K	Jun 30, 26	+79.71K	1.29%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	567.75K	Jun 30, 26	+122.77K	1.29%
Goldstone Financial Group, LLC	566.37K	Jun 30, 26	+27.77K	1.28%
Kestra Investment Management, LLC	534.01K	Jun 30, 26	-129.62K	1.21%
Hughes Financial Services, LLC	495.03K	Jun 30, 26	+43.54K	1.12%
Midwest Financial Partners Investments, Inc.	482.64K	Jun 30, 26	+26.70K	1.09%
ENVESTNET ASSET MANAGEMENT INC	456.58K	Jun 30, 26	+88.26K	1.04%
ForthRight Wealth Management, LLC	455.74K	Jun 30, 26	+34.04K	1.03%
Apella Capital, LLC	441.36K	Jun 30, 26	+29.79K	1.00%
KMG FIDUCIARY PARTNERS, LLC	366.19K	Jun 30, 26	+10.00K	0.83%
Certified Advisory Corp	364.81K	Jun 30, 26	+13.24K	0.83%
Peak Financial Management, Inc.	357.60K	Jun 30, 26	+13.51K	0.81%
COMMONWEALTH EQUITY SERVICES, LLC	325.00K	Jun 30, 26	+14.27K	0.74%
ADE, LLC	306.30K	Jun 30, 26	+7.82K	0.69%
Modern Wealth Management, LLC	275.21K	Jun 30, 26	+275.21K	0.62%
Stadion Money Management, LLC	237.30K	Jun 30, 26	-1.00K	0.54%
CGN Advisors LLC	232.33K	Jun 30, 26	+12.25K	0.53%
MAI Capital Management	220.13K	Jun 30, 26	+10.72K	0.50%
ACIMA PRIVATE WEALTH, LLC	215.44K	Jun 30, 26	+4.39K	0.49%
Summit Financial, LLC	213.22K	Jun 30, 26	+14.77K	0.48%
Cambridge Investment Research Advisors, Inc.	208.26K	Jun 30, 26	+11.82K	0.47%
ARQ WEALTH ADVISORS, LLC	207.37K	Jun 30, 26	+207.37K	0.47%
ROYAL BANK OF CANADA	206.28K	Jun 30, 26	-151.41K	0.47%
Peterson Wealth Advisors, LLC	198.53K	Jun 30, 26	+7.07K	0.45%
Destiny Wealth Partners, LLC	189.25K	Jun 30, 26	-122.69K	0.43%
Fiduciary Alliance LLC	185.04K	Jun 30, 26	+6.21K	0.42%
Bleakley Financial Group, LLC	178.56K	Jun 30, 26	+2.63K	0.40%
Baird Financial Group, Inc.	175.14K	Jun 30, 26	+4.35K	0.40%
Cadent Capital Advisors, LLC	168.60K	Jun 30, 26	+8.37K	0.38%
Broadway Wealth Solutions, Inc.	165.63K	Jun 30, 26	+12.90K	0.38%
Ignite Planners, LLC	163.24K	Jun 30, 26	+3.65K	0.37%
Financial Management Professionals, Inc.	159.35K	Jun 30, 26	+14.50K	0.36%
CAPTRUST FINANCIAL ADVISORS	157.49K	Jun 30, 26	-51.79K	0.36%
NewEdge Advisors, LLC	156.22K	Jun 30, 26	-14.67K	0.35%
Windsor Capital Management, LLC	153.94K	Jun 30, 26	+2.34K	0.35%
AssuredPartners Investment Advisors, LLC	153.21K	Jun 30, 26	+8.73K	0.35%
Sonoma Allocations LLC	150.34K	Jun 30, 26	+8.09K	0.34%
PATTON ALBERTSON MILLER GROUP, LLC	150.31K	Jun 30, 26	+137.01K	0.34%
CARY STREET PARTNERS FINANCIAL LLC	147.75K	Jun 30, 26	+42.45K	0.34%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	146.85K	Jun 30, 26	+57.83K	0.33%
Manske Wealth Management	144.82K	Jun 30, 26	+25.72K	0.33%
POWER WEALTH MANAGEMENT LLC	143.50K	Jun 30, 26	+1.35K	0.33%
JPMORGAN CHASE & CO	142.63K	Jun 30, 26	+56.45K	0.32%
Treasure Coast Financial Planning	133.88K	Jun 30, 26	-527	0.30%
Buckingham Strategic Partners	130.06K	Jun 30, 26	+50.53K	0.29%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	129.18K	Jun 30, 26	+1.59K	0.29%
FIRST AMERICAN TRUST, FSB	127.79K	Jun 30, 26	+10.24K	0.29%
CREATIVE FINANCIAL DESIGNS INC /ADV	126.50K	Jun 30, 26	-14.14K	0.29%
Econ Financial Services Corp	126.04K	Jun 30, 26	+6.93K	0.29%
Winter & Associates, Inc.	125.02K	Jun 30, 26	+54.65K	0.28%
LexAurum Advisors, LLC	119.86K	Jun 30, 26	+16.12K	0.27%
Refined Wealth Management	119.35K	Jun 30, 26	+2.76K	0.27%
ADVISOR GROUP HOLDINGS, INC.	113.12K	Jun 30, 26	+9.67K	0.26%
Odyssey Group, LLC	113.01K	Jun 30, 26	+113.01K	0.26%
Retirement Planning Group	112.14K	Jun 30, 26	+112.14K	0.25%
Elmwood Wealth Management, Inc.	111.02K	Jun 30, 26	+4.04K	0.25%
Kroeger Financial Partners	109.34K	Jun 30, 26	+109.34K	0.25%
Cerity Partners LLC	109.24K	Jun 30, 26	-24.61K	0.25%
Cedar Mountain Advisors, LLC	108.11K	Jun 30, 26	+2.66K	0.25%
Beacon Pointe Advisors, LLC	104.66K	Jun 30, 26	+6.48K	0.24%
ARKANSAS FINANCIAL GROUP, INC.	103.51K	Jun 30, 26	+9.71K	0.23%
ROOF EIDAM & MAYCOCK/ADV	97.66K	Jun 30, 26	+4.53K	0.22%
Ellenbecker Investment Group	96.62K	Jun 30, 26	+96.62K	0.22%
Philadelphia Investment Partners, LLC	93.54K	Jun 30, 26	+9.33K	0.21%
New Capital Management LP	84.82K	Jun 30, 26	+714	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	80.34K	Jun 30, 26	-57.95K	0.18%
CROBAN	78.95K	Jun 30, 26	+78.95K	0.18%
White & Co Financial Planning Inc	77.90K	Jun 30, 26	+6.80K	0.18%
Etesian Wealth Advisors, Inc.	74.53K	Jun 30, 26	+13.60K	0.17%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	72.80K	Jun 30, 26	+31.42K	0.17%
Jacobi Capital Management LLC	71.46K	Jun 30, 26	+8.49K	0.16%
Mach-1 Financial Group, LLC	71.15K	Jun 30, 26	+4.56K	0.16%
Stratos Wealth Advisors, LLC	70.57K	Jun 30, 26	+1.96K	0.16%
MMA ASSET MANAGEMENT LLC	68.64K	Jun 30, 26	+427	0.16%
WILEY BROS.-AINTREE CAPITAL, LLC	67.70K	Jun 30, 26	+4.49K	0.15%
JANE STREET GROUP, LLC	66.52K	Jun 30, 26	-166.65K	0.15%
Waverly Advisors, LLC	65.68K	Jun 30, 26	+776	0.15%
ADAMSBROWN WEALTH CONSULTANTS LLC	65.23K	Jun 30, 26	-2.34K	0.15%
OneAscent Financial Services LLC	64.47K	Jun 30, 26	+1.84K	0.15%
Eaton Financial Holdings Company, LLC	63.48K	Jun 30, 26	+36.99K	0.14%
RIVERSEDGE ADVISORS, LLC	61.25K	Jun 30, 26	+1.10K	0.14%
IFP Advisors, Inc	59.64K	Jun 30, 26	+59.44K	0.14%
Cardinal Strategic Wealth Guidance	57.39K	Jun 30, 26	+57.39K	0.13%
Koshinski Asset Management, Inc.	56.19K	Jun 30, 26	-3.52K	0.13%
Bouvel Investment Partners, LLC	55.27K	Jun 30, 26	+5.40K	0.13%
Total Clarity Wealth Management, Inc.	54.49K	Jun 30, 26	+36.74K	0.12%
Ameritas Advisory Services, LLC	52.62K	Jun 30, 26	+22.90K	0.12%
Private Advisor Group, LLC	51.91K	Jun 30, 26	-28.59K	0.12%
Brendel Financial Advisors LLC	51.90K	Jun 30, 26	+1.17K	0.12%
Sanctuary Advisors, LLC	51.89K	Jun 30, 26	+6.89K	0.12%
MAGNOLIA CAPITAL ADVISORS LLC	51.59K	Jun 30, 26	+6.82K	0.12%
Mariner, LLC	51.54K	Jun 30, 26	+14.36K	0.12%
BlackDiamond Wealth Management Inc.	50.55K	Jun 30, 26	+9.58K	0.11%
SYM FINANCIAL Corp	50.53K	Jun 30, 26	+1.10K	0.11%
Systelligence, LLC	49.38K	Jun 30, 26	-7.29K	0.11%
Sunrise Financial Services, LLC	49.32K	Jun 30, 26	+4.08K	0.11%
Evergreen Wealth Solutions, LLC	49.05K	Jun 30, 26	-313.77K	0.11%
Kestra Advisory Services, LLC	45.73K	Jun 30, 26	+40.37K	0.10%
Valmark Advisers, Inc.	45.58K	Jun 30, 26	+9.03K	0.10%
OPPENHEIMER & CO INC	45.26K	Jun 30, 26	+521	0.10%
InTrack Investment Management Inc	43.44K	Jun 30, 26	+12.25K	0.10%
Tidemark, LLC	43.37K	Jun 30, 26	-137.90K	0.10%
SHP Wealth Management	43.36K	Jun 30, 26	+3.01K	0.10%
Advisor OS, LLC	41.24K	Jun 30, 26	+893	0.09%
Financial Partners Group, Inc	40.35K	Jun 30, 26	-2.62K	0.09%
CITADEL ADVISORS LLC	39.48K	Jun 30, 26	-27.46K	0.09%
Beta Wealth Group, Inc.	38.00K	Jun 30, 26	-1.97K	0.09%
Pine Harbor Wealth Management, LLC	36.88K	Jun 30, 26	--	0.08%
TriaGen Wealth Management LLC	34.44K	Jun 30, 26	-262	0.08%
J.W. COLE ADVISORS, INC.	34.35K	Jun 30, 26	+4.73K	0.08%
Berger Financial Group, Inc	34.13K	Jun 30, 26	-570	0.08%
Lunt Capital Management, Inc.	32.04K	Jun 30, 26	+1.03K	0.07%
Balanced Rock Investment Advisor	30.28K	Jun 30, 26	+1.96K	0.07%
AE Wealth Management LLC	30.00K	Jun 30, 26	+550	0.07%
Wealthcare Advisory Partners LLC	29.84K	Jun 30, 26	-946	0.07%
Geneos Wealth Management Inc.	28.69K	Jun 30, 26	+921	0.07%
Helium Advisors LLC	28.45K	Jun 30, 26	+10.54K	0.06%
Dynamic Advisor Solutions LLC	27.56K	Jun 30, 26	+3.42K	0.06%
Mutual Advisors, LLC	27.23K	Jun 30, 26	-2.40K	0.06%
INNEALTA CAPITAL, LLC	25.73K	Jun 30, 26	-139	0.06%
Clear Point Advisors Inc.	24.30K	Jun 30, 26	+24.30K	0.06%
Equitable Holdings, Inc.	23.71K	Jun 30, 26	-19.62K	0.05%
Gateway Wealth Partners, LLC	23.58K	Jun 30, 26	-1.55K	0.05%
Argent Trust Co	22.73K	Jun 30, 26	--	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	21.91K	Jun 30, 26	-107	0.05%
First Bank & Trust	21.57K	Jun 30, 26	+10.34K	0.05%
UMB Bank, n.a.	21.57K	Jun 30, 26	--	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20.11K	Jun 30, 26	+4.84K	0.05%
Marks Group Wealth Management, Inc	20.02K	Jun 30, 26	-1.22K	0.05%
MML INVESTORS SERVICES, LLC	19.66K	Jun 30, 26	+12.22K	0.04%
Stratos Wealth Partners, LTD.	18.25K	Jun 30, 26	+8.79K	0.04%
Advisors Asset Management, Inc.	18.21K	Jun 30, 26	+466	0.04%
CreativeOne Wealth, LLC	16.58K	Jun 30, 26	-2.06K	0.04%
Ameritas Investment Partners, Inc.	16.46K	Jun 30, 26	+735	0.04%
PKS Advisory Services, LLC	15.91K	Jun 30, 26	-8	0.04%
CIBC WORLD MARKET INC.	15.36K	Jun 30, 26	+42	0.03%
INSIGNEO ADVISORY SERVICES, LLC	15.02K	Jun 30, 26	+15.02K	0.03%
GeoWealth Management, LLC	15.00K	Jun 30, 26	-692	0.03%
Spectrum Wealth Advisory Group, LLC	14.99K	Jun 30, 26	-76.90K	0.03%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	14.82K	Jun 30, 26	+959	0.03%
Simplicity Wealth,LLC	14.70K	Jun 30, 26	+14.70K	0.03%
Narus Financial Partners, LLC	14.34K	Jun 30, 26	-3.28K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.32K	Jun 30, 26	+823	0.03%
Prospera Financial Services Inc	14.17K	Jun 30, 26	+2.33K	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	14.15K	Jun 30, 26	+836	0.03%
First Citizens Financial Corp	13.35K	Jun 30, 26	-2.70K	0.03%
MOTCO	13.11K	Jun 30, 26	-313	0.03%
SAXON INTERESTS, INC.	12.50K	Jun 30, 26	+283	0.03%
Mission Hills Financial Advisory, LLC	12.50K	Jun 30, 26	-4.89K	0.03%
Coppell Advisory Solutions LLC	12.36K	Jun 30, 26	+12.36K	0.03%
Atria Investments, Inc	11.87K	Jun 30, 26	+11.87K	0.03%
Capstone Wealth Management Group, Inc.	11.69K	Jun 30, 26	+11.69K	0.03%
Visionary Wealth Advisors	11.67K	Jun 30, 26	+5	0.03%
Centurion Wealth Management LLC	11.60K	Jun 30, 26	+643	0.03%
CAHILL FINANCIAL ADVISORS INC	11.49K	Jun 30, 26	-5.19K	0.03%
Janney Montgomery Scott LLC	11.36K	Jun 30, 26	+1.16K	0.03%
Red Mountain Financial, LLC	11.33K	Jun 30, 26	+11.33K	0.03%
Integrated Wealth Concepts LLC	10.71K	Jun 30, 26	+10.71K	0.02%
Clear Creek Financial Management, LLC	10.33K	Jun 30, 26	-3.96K	0.02%
XY Planning Network, Inc.	10.20K	Jun 30, 26	+10.20K	0.02%
Smallwood Wealth Investment Management, LLC	9.70K	Jun 30, 26	+1.40K	0.02%
Sunflower Bank, N.A.	9.55K	Jun 30, 26	-3.07K	0.02%
Redhawk Wealth Advisors, Inc.	9.34K	Jun 30, 26	+1.42K	0.02%
Betterment LLC	9.04K	Jun 30, 26	+606	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	8.87K	Jun 30, 26	+3.09K	0.02%
Ausdal Financial Partners, Inc.	8.82K	Jun 30, 26	+239	0.02%
Gilman Hill Asset Management, LLC	8.75K	Jun 30, 26	--	0.02%
BURKE & HERBERT BANK & TRUST CO	8.48K	Jun 30, 26	-50	0.02%
Trademark Financial Management, LLC	8.40K	Jun 30, 26	+8.40K	0.02%
Global Retirement Partners, LLC	8.40K	Jun 30, 26	+8.40K	0.02%
KWB Wealth	8.39K	Jun 30, 26	+244	0.02%
First Heartland Consultants, Inc.	8.07K	Jun 30, 26	+2.16K	0.02%
Capital Analysts, LLC	7.64K	Jun 30, 26	+1.15K	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	7.60K	Jun 30, 26	--	0.02%
HAZLETT, BURT & WATSON, INC.	7.23K	Jun 30, 26	+517	0.02%
Lido Advisors, LLC	7.10K	Jun 30, 26	--	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	7.06K	Jun 30, 26	+288	0.02%
AlphaCore Capital LLC	6.82K	Jun 30, 26	+251	0.02%
Lantern Wealth Advisors, LLC	6.79K	Jun 30, 26	+442	0.02%
BANK OF MONTREAL /CAN/	6.65K	Jun 30, 26	--	0.02%
Brady Martz Wealth Solutions, LLC	6.35K	Jun 30, 26	-95	0.01%
Everest Financial Group LLC	6.33K	Jun 30, 26	+697	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	6.32K	Jun 30, 26	+394	0.01%
Beaumont Financial Advisors, LLC	6.18K	Jun 30, 26	--	0.01%
BOURGEON CAPITAL MANAGEMENT LLC	6.10K	Jun 30, 26	+6.10K	0.01%
Walkner Condon Financial Advisors LLC	6.05K	Jun 30, 26	-6.70K	0.01%
Friday Financial	6.02K	Jun 30, 26	+1.79K	0.01%
Sigma Planning Corp	6.02K	Jun 30, 26	+301	0.01%
NATIONAL BANK OF CANADA /FI/	5.99K	Jun 30, 26	+1	0.01%
SEAVIEW INVESTMENT MANAGERS LLC	5.89K	Jun 30, 26	-110	0.01%
SAGE FINANCIAL GROUP INC	5.77K	Jun 30, 26	+250	0.01%
EverSource Wealth Advisors, LLC	5.76K	Jun 30, 26	+1.63K	0.01%
Allworth Financial LP	5.74K	Jun 30, 26	+4.12K	0.01%
WETZEL INVESTMENT ADVISORS, INC.	5.69K	Jun 30, 26	-721	0.01%
Wescott Financial Advisory Group, LLC	5.14K	Jun 30, 26	+21	0.01%
Sequoia Financial Advisors, LLC	5.13K	Jun 30, 26	-296	0.01%
Stonehearth Capital Management, LLC	4.91K	Jun 30, 26	+288	0.01%
AQR CAPITAL MANAGEMENT LLC	4.89K	Jun 30, 26	+215	0.01%
GWN SECURITIES INC.	4.58K	Jun 30, 26	-468	0.01%
Advisory Alpha, LLC	4.57K	Jun 30, 26	-13.94K	0.01%
Farther Finance Advisors, LLC	4.54K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	4.47K	Jun 30, 26	+52	0.01%
WealthCare Investment Partners, LLC	4.34K	Jun 30, 26	+42	0.01%
BRASADA CAPITAL MANAGEMENT, LP	4.30K	Jun 30, 26	-1.20K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4.20K	Jun 30, 26	--	0.01%
CENTAURUS FINANCIAL, INC.	3.41K	Jun 30, 26	+153	0.01%
Banque Cantonale Vaudoise	3.24K	Jun 30, 26	-210	0.01%
Steward Partners Investment Advisory, LLC	3.22K	Jun 30, 26	+266	0.01%
HARBOUR INVESTMENTS, INC.	3.16K	Jun 30, 26	-453	0.01%
Acumen Wealth Advisors, LLC	2.75K	Jun 30, 26	+2.75K	0.01%
Trust Co	2.00K	Jun 30, 26	+482	0.00%
PRIVATE TRUST CO NA	1.41K	Jun 30, 26	+1.27K	0.00%
IFG Advisory, LLC	1.32K	Jun 30, 26	+1.32K	0.00%
Larson Financial Group LLC	1.29K	Jun 30, 26	-18	0.00%
WELLS FARGO & COMPANY/MN	1.26K	Jun 30, 26	+240	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.24K	Jun 30, 26	+1.24K	0.00%
Capital Investment Advisory Services, LLC	1.24K	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	1.03K	Jun 30, 26	--	0.00%
FMR LLC	875	Jun 30, 26	+875	0.00%
Dunhill Financial, LLC	767	Jun 30, 26	-141	0.00%
Rockefeller Capital Management L.P.	463	Jun 30, 26	-50.09K	0.00%
WHITTIER TRUST CO OF NEVADA INC	436	Jun 30, 26	+436	0.00%
MERCER GLOBAL ADVISORS INC /ADV	425	Jun 30, 26	+425	0.00%
1620 INVESTMENT ADVISORS, INC.	398	Jun 30, 26	+398	0.00%
AdvisorNet Financial, Inc	386	Jun 30, 26	--	0.00%
LFA - Lugano Financial Advisors SA	330	Jun 30, 26	+330	0.00%
Westside Investment Management, Inc.	303	Jun 30, 26	+303	0.00%
HHM Wealth Advisors, LLC	266	Jun 30, 26	-40	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	184	Jun 30, 26	+184	0.00%
Costello Asset Management, INC	50	Jun 30, 26	-177	0.00%
CULLEN/FROST BANKERS, INC.	24	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	20	Jun 30, 26	+20	0.00%
ASSETMARK, INC	18	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9	Jun 30, 26	-639	0.00%
Elequin Securities, LLC	1	Jun 30, 26	+1	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-716	--
Advisory Services Network, LLC	--	Jun 30, 26	-406	--
IHT Wealth Management, LLC	--	Jun 30, 26	-27.09K	--
Daybright Advisory Services, Inc.	--	Jun 30, 26	-19.41K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-15.27K	--
VERUS CAPITAL PARTNERS, LLC	--	Jun 30, 26	-5.74K	--
AllGen Financial Advisors, Inc.	--	Jun 30, 26	-156.00K	--
Independent Advisor Alliance	--	Jun 30, 26	-16.89K	--
WFA of San Diego, LLC	--	Jun 30, 26	-1.53K	--
Fortitude Financial, LLC	--	Jun 30, 26	-14.88K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-2.17K	--
Onyx Bridge Wealth Group LLC	--	Jun 30, 26	-212.63K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-190	--
Hobart Private Capital, LLC	--	Jun 30, 26	-4.79K	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-1	--
Financial Connections Group, Inc.	242.58K	Mar 31, 26	+73.80K	0.55%
Marmo Financial Group, LLC	110.00K	Mar 31, 26	-1.27K	0.25%
Capstone Wealth Management Group LLC	11.66K	Mar 31, 26	+3.75K	0.03%
Sunbelt Securities, Inc.	1.63K	Mar 31, 26	-84	0.00%
CWM, LLC	980	Mar 31, 26	--	0.00%
Running Point Capital Advisors, LLC	120.66K	Dec 31, 25	+19.98K	0.27%
Prosperity Wealth Management, Inc.	9.23K	Dec 31, 25	+437	0.02%
McCarthy & Cox	8.11K	Dec 31, 25	-351.36K	0.02%
TUCKER ASSET MANAGEMENT LLC	39	Dec 31, 25	--	0.00%
SPC Financial, Inc.	7.69K	Sep 30, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	248.36K	Jun 30, 25	+44.88K	0.56%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.38K	--
HTLF Bank	21.57K	Dec 31, 24	--	0.05%
Raymond James Financial Services Advisors, Inc.	274.71K	Sep 30, 24	+10.36K	0.62%
Hyperion Partners, LLC	167.69K	Sep 30, 24	+6.42K	0.38%
BBJS FINANCIAL ADVISORS, LLC	88.07K	Sep 30, 24	+3.62K	0.20%
RAYMOND JAMES & ASSOCIATES	32.45K	Sep 30, 24	-560	0.07%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	26.39K	Sep 30, 24	+3.08K	0.06%
Cetera Advisor Networks LLC	57.83K	Mar 31, 24	+48.90K	0.13%
Simplicity Solutions, LLC	126.88K	Dec 31, 23	+424	0.29%
StrategIQ Financial Group, LLC	29.77K	Dec 31, 23	+8.90K	0.07%
COLONY GROUP LLC	42.77K	Sep 30, 23	+50	0.10%
DUBUQUE BANK & TRUST CO	21.57K	Sep 30, 23	--	0.05%
Quantitative Advantage, LLC	155.14K	Mar 31, 23	+907	0.35%
Foresight Wealth Management, LLC	--	Dec 31, 22	-24.72K	--
Beaumont Financial Partners, LLC	6.18K	Sep 30, 22	--	0.01%
Asset Planning Services, Ltd.	4.27K	Dec 31, 21	+25	0.01%
Ameritas Investment Company, LLC	11.72K	Sep 30, 21	+2.29K	0.03%
20/20 Capital Management, Inc.	178.92K	Jun 30, 21	+4.94K	0.41%
Watson Rebecca	--	Sep 30, 20	-550	--
Advisor Group, Inc.	904	Dec 31, 19	+8	0.00%
Ceros Financial Services Inc.	24.46K	Mar 31, 19	+24.46K	0.06%

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Holder

Date

Change

% Held

Avantax Planning Partners, Inc.

2.52M

Jun 30, 26

+85.18K

5.71%

LPL Financial LLC

1.70M

Jun 30, 26

+141.16K

3.85%

Rice Partnership, LLC

1.63M

Jun 30, 26

+134.63K

3.69%

FSM Wealth Advisors, LLC

1.38M

Jun 30, 26

+214.25K

3.13%

Hills Bank & Trust Co

1.27M

Jun 30, 26

+847.65K

2.87%

BANK OF AMERICA CORP /DE/

1.18M

Jun 30, 26

+103.05K

2.68%

HighTower Advisors, LLC

991.90K

Jun 30, 26

+9.21K

2.25%

Parallel Advisors, LLC

988.93K

Jun 30, 26

+105.93K

2.24%

Prime Capital Investment Advisors, LLC

924.75K

Jun 30, 26

-2.29K

2.10%

RAYMOND JAMES FINANCIAL INC

878.68K

Jun 30, 26

+266.09K

1.99%

Cetera Investment Advisers

808.93K

Jun 30, 26

+51.45K

1.83%

MORGAN STANLEY

569.47K

Jun 30, 26

+79.71K

1.29%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

567.75K

Jun 30, 26

+122.77K

1.29%

Goldstone Financial Group, LLC

566.37K

Jun 30, 26

+27.77K

1.28%

Kestra Investment Management, LLC

534.01K

Jun 30, 26

-129.62K

1.21%

Hughes Financial Services, LLC

495.03K

Jun 30, 26

+43.54K

1.12%

Midwest Financial Partners Investments, Inc.

482.64K

Jun 30, 26

+26.70K

1.09%

ENVESTNET ASSET MANAGEMENT INC

456.58K

Jun 30, 26

+88.26K

1.04%

ForthRight Wealth Management, LLC

455.74K

Jun 30, 26

+34.04K

1.03%

Apella Capital, LLC

441.36K

Jun 30, 26

+29.79K

1.00%

KMG FIDUCIARY PARTNERS, LLC

366.19K

Jun 30, 26

+10.00K

0.83%

Certified Advisory Corp

364.81K

Jun 30, 26

+13.24K

0.83%

Peak Financial Management, Inc.

357.60K

Jun 30, 26

+13.51K

0.81%

COMMONWEALTH EQUITY SERVICES, LLC

325.00K

Jun 30, 26

+14.27K

0.74%

ADE, LLC

306.30K

Jun 30, 26

+7.82K

0.69%

Modern Wealth Management, LLC

275.21K

Jun 30, 26

+275.21K

0.62%

Stadion Money Management, LLC

237.30K

Jun 30, 26

-1.00K

0.54%

CGN Advisors LLC

232.33K

Jun 30, 26

+12.25K

0.53%

MAI Capital Management

220.13K

Jun 30, 26

+10.72K

0.50%

ACIMA PRIVATE WEALTH, LLC

215.44K

Jun 30, 26

+4.39K

0.49%

Summit Financial, LLC

213.22K

Jun 30, 26

+14.77K

0.48%

Cambridge Investment Research Advisors, Inc.

208.26K

Jun 30, 26

+11.82K

0.47%

ARQ WEALTH ADVISORS, LLC

207.37K

Jun 30, 26

+207.37K

0.47%

ROYAL BANK OF CANADA

206.28K

Jun 30, 26

-151.41K

0.47%

Peterson Wealth Advisors, LLC

198.53K

Jun 30, 26

+7.07K

0.45%

Destiny Wealth Partners, LLC

189.25K

Jun 30, 26

-122.69K

0.43%

Fiduciary Alliance LLC

185.04K

Jun 30, 26

+6.21K

0.42%

Bleakley Financial Group, LLC

178.56K

Jun 30, 26

+2.63K

0.40%

Baird Financial Group, Inc.

175.14K

Jun 30, 26

+4.35K

0.40%

Cadent Capital Advisors, LLC

168.60K

Jun 30, 26

+8.37K

0.38%

Broadway Wealth Solutions, Inc.

165.63K

Jun 30, 26

+12.90K

0.38%

Ignite Planners, LLC

163.24K

Jun 30, 26

+3.65K

0.37%

Financial Management Professionals, Inc.

159.35K

Jun 30, 26

+14.50K

0.36%

CAPTRUST FINANCIAL ADVISORS

157.49K

Jun 30, 26

-51.79K

0.36%

NewEdge Advisors, LLC

156.22K

Jun 30, 26

-14.67K

0.35%

Windsor Capital Management, LLC

153.94K

Jun 30, 26

+2.34K

0.35%

AssuredPartners Investment Advisors, LLC

153.21K

Jun 30, 26

+8.73K

0.35%

Sonoma Allocations LLC

150.34K

Jun 30, 26

+8.09K

0.34%

PATTON ALBERTSON MILLER GROUP, LLC

150.31K

Jun 30, 26

+137.01K

0.34%

CARY STREET PARTNERS FINANCIAL LLC

147.75K

Jun 30, 26

+42.45K

0.34%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

146.85K

Jun 30, 26

+57.83K

0.33%

Manske Wealth Management

144.82K

Jun 30, 26

+25.72K

0.33%

POWER WEALTH MANAGEMENT LLC

143.50K

Jun 30, 26

+1.35K

0.33%

JPMORGAN CHASE & CO

142.63K

Jun 30, 26

+56.45K

0.32%

Treasure Coast Financial Planning

133.88K

Jun 30, 26

-527

0.30%

Buckingham Strategic Partners

130.06K

Jun 30, 26

+50.53K

0.29%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

129.18K

Jun 30, 26

+1.59K

0.29%

FIRST AMERICAN TRUST, FSB

127.79K

Jun 30, 26

+10.24K

0.29%

CREATIVE FINANCIAL DESIGNS INC /ADV

126.50K

Jun 30, 26

-14.14K

0.29%

Econ Financial Services Corp

126.04K

Jun 30, 26

+6.93K

0.29%

Winter & Associates, Inc.

125.02K

Jun 30, 26

+54.65K

0.28%

LexAurum Advisors, LLC

119.86K

Jun 30, 26

+16.12K

0.27%

Refined Wealth Management

119.35K

Jun 30, 26

+2.76K

0.27%

ADVISOR GROUP HOLDINGS, INC.

113.12K

Jun 30, 26

+9.67K

0.26%

Odyssey Group, LLC

113.01K

Jun 30, 26

+113.01K

0.26%

Retirement Planning Group

112.14K

Jun 30, 26

+112.14K

0.25%

Elmwood Wealth Management, Inc.

111.02K

Jun 30, 26

+4.04K

0.25%

Kroeger Financial Partners

109.34K

Jun 30, 26

+109.34K

0.25%

Cerity Partners LLC

109.24K

Jun 30, 26

-24.61K

0.25%

Cedar Mountain Advisors, LLC

108.11K

Jun 30, 26

+2.66K

0.25%

Beacon Pointe Advisors, LLC

104.66K

Jun 30, 26

+6.48K

0.24%

ARKANSAS FINANCIAL GROUP, INC.

103.51K

Jun 30, 26

+9.71K

0.23%

ROOF EIDAM & MAYCOCK/ADV

97.66K

Jun 30, 26

+4.53K

0.22%

Ellenbecker Investment Group

96.62K

Jun 30, 26

+96.62K

0.22%

Philadelphia Investment Partners, LLC

93.54K

Jun 30, 26

+9.33K

0.21%

New Capital Management LP

84.82K

Jun 30, 26

+714

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

80.34K

Jun 30, 26

-57.95K

0.18%

CROBAN

78.95K

Jun 30, 26

+78.95K

0.18%

White & Co Financial Planning Inc

77.90K

Jun 30, 26

+6.80K

0.18%

Etesian Wealth Advisors, Inc.

74.53K

Jun 30, 26

+13.60K

0.17%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

72.80K

Jun 30, 26

+31.42K

0.17%

Jacobi Capital Management LLC

71.46K

Jun 30, 26

+8.49K

0.16%

Mach-1 Financial Group, LLC

71.15K

Jun 30, 26

+4.56K

0.16%

Stratos Wealth Advisors, LLC

70.57K

Jun 30, 26

+1.96K

0.16%

MMA ASSET MANAGEMENT LLC

68.64K

Jun 30, 26

+427

0.16%

WILEY BROS.-AINTREE CAPITAL, LLC

67.70K

Jun 30, 26

+4.49K

0.15%

JANE STREET GROUP, LLC

66.52K

Jun 30, 26

-166.65K

0.15%

Waverly Advisors, LLC

65.68K

Jun 30, 26

+776

0.15%

ADAMSBROWN WEALTH CONSULTANTS LLC

65.23K

Jun 30, 26

-2.34K

0.15%

OneAscent Financial Services LLC

64.47K

Jun 30, 26

+1.84K

0.15%

Eaton Financial Holdings Company, LLC

63.48K

Jun 30, 26

+36.99K

0.14%

RIVERSEDGE ADVISORS, LLC

61.25K

Jun 30, 26

+1.10K

0.14%

IFP Advisors, Inc

59.64K

Jun 30, 26

+59.44K

0.14%

Cardinal Strategic Wealth Guidance

57.39K

Jun 30, 26

+57.39K

0.13%

Koshinski Asset Management, Inc.

56.19K

Jun 30, 26

-3.52K

0.13%

Bouvel Investment Partners, LLC

55.27K

Jun 30, 26

+5.40K

0.13%

Total Clarity Wealth Management, Inc.

54.49K

Jun 30, 26

+36.74K

0.12%

Ameritas Advisory Services, LLC

52.62K

Jun 30, 26

+22.90K

0.12%

Private Advisor Group, LLC

51.91K

Jun 30, 26

-28.59K

0.12%

Brendel Financial Advisors LLC

51.90K

Jun 30, 26

+1.17K

0.12%

Sanctuary Advisors, LLC

51.89K

Jun 30, 26

+6.89K

0.12%

MAGNOLIA CAPITAL ADVISORS LLC

51.59K

Jun 30, 26

+6.82K

0.12%

Mariner, LLC

51.54K

Jun 30, 26

+14.36K

0.12%

BlackDiamond Wealth Management Inc.

50.55K

Jun 30, 26

+9.58K

0.11%

SYM FINANCIAL Corp

50.53K

Jun 30, 26

+1.10K

0.11%

Systelligence, LLC

49.38K

Jun 30, 26

-7.29K

0.11%

Sunrise Financial Services, LLC

49.32K

Jun 30, 26

+4.08K

0.11%

Evergreen Wealth Solutions, LLC

49.05K

Jun 30, 26

-313.77K

0.11%

Kestra Advisory Services, LLC

45.73K

Jun 30, 26

+40.37K

0.10%

Valmark Advisers, Inc.

45.58K

Jun 30, 26

+9.03K

0.10%

OPPENHEIMER & CO INC

45.26K

Jun 30, 26

+521

0.10%

InTrack Investment Management Inc

43.44K

Jun 30, 26

+12.25K

0.10%

Tidemark, LLC

43.37K

Jun 30, 26

-137.90K

0.10%

SHP Wealth Management

43.36K

Jun 30, 26

+3.01K

0.10%

Advisor OS, LLC

41.24K

Jun 30, 26

+893

0.09%

Financial Partners Group, Inc

40.35K

Jun 30, 26

-2.62K

0.09%

CITADEL ADVISORS LLC

39.48K

Jun 30, 26

-27.46K

0.09%

Beta Wealth Group, Inc.

38.00K

Jun 30, 26

-1.97K

0.09%

Pine Harbor Wealth Management, LLC

36.88K

Jun 30, 26

0.08%

TriaGen Wealth Management LLC

34.44K

Jun 30, 26

-262

0.08%

J.W. COLE ADVISORS, INC.

34.35K

Jun 30, 26

+4.73K

0.08%

Berger Financial Group, Inc

34.13K

Jun 30, 26

-570

0.08%

Lunt Capital Management, Inc.

32.04K

Jun 30, 26

+1.03K

0.07%

Balanced Rock Investment Advisor

30.28K

Jun 30, 26

+1.96K

0.07%

AE Wealth Management LLC

30.00K

Jun 30, 26

+550

0.07%

Wealthcare Advisory Partners LLC

29.84K

Jun 30, 26

-946

0.07%

Geneos Wealth Management Inc.

28.69K

Jun 30, 26

+921

0.07%

Helium Advisors LLC

28.45K

Jun 30, 26

+10.54K

0.06%

Dynamic Advisor Solutions LLC

27.56K

Jun 30, 26

+3.42K

0.06%

Mutual Advisors, LLC

27.23K

Jun 30, 26

-2.40K

0.06%

INNEALTA CAPITAL, LLC

25.73K

Jun 30, 26

-139

0.06%

Clear Point Advisors Inc.

24.30K

Jun 30, 26

+24.30K

0.06%

Equitable Holdings, Inc.

23.71K

Jun 30, 26

-19.62K

0.05%

Gateway Wealth Partners, LLC

23.58K

Jun 30, 26

-1.55K

0.05%

Argent Trust Co

22.73K

Jun 30, 26

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

21.91K

Jun 30, 26

-107

0.05%

First Bank & Trust

21.57K

Jun 30, 26

+10.34K

0.05%

UMB Bank, n.a.

21.57K

Jun 30, 26

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

20.11K

Jun 30, 26

+4.84K

0.05%

Marks Group Wealth Management, Inc

20.02K

Jun 30, 26

-1.22K

0.05%

MML INVESTORS SERVICES, LLC

19.66K

Jun 30, 26

+12.22K

0.04%

Stratos Wealth Partners, LTD.

18.25K

Jun 30, 26

+8.79K

0.04%

Advisors Asset Management, Inc.

18.21K

Jun 30, 26

+466

0.04%

CreativeOne Wealth, LLC

16.58K

Jun 30, 26

-2.06K

0.04%

Ameritas Investment Partners, Inc.

16.46K

Jun 30, 26

+735

0.04%

PKS Advisory Services, LLC

15.91K

Jun 30, 26

-8

0.04%

CIBC WORLD MARKET INC.

15.36K

Jun 30, 26

+42

0.03%

INSIGNEO ADVISORY SERVICES, LLC

15.02K

Jun 30, 26

+15.02K

0.03%

GeoWealth Management, LLC

15.00K

Jun 30, 26

-692

0.03%

Spectrum Wealth Advisory Group, LLC

14.99K

Jun 30, 26

-76.90K

0.03%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

14.82K

Jun 30, 26

+959

0.03%

Simplicity Wealth,LLC

14.70K

Jun 30, 26

+14.70K

0.03%

Narus Financial Partners, LLC

14.34K

Jun 30, 26

-3.28K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.32K

Jun 30, 26

+823

0.03%

Prospera Financial Services Inc

14.17K

Jun 30, 26

+2.33K

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

14.15K

Jun 30, 26

+836

0.03%

First Citizens Financial Corp

13.35K

Jun 30, 26

-2.70K

0.03%

MOTCO

13.11K

Jun 30, 26

-313

0.03%

SAXON INTERESTS, INC.

12.50K

Jun 30, 26

+283

0.03%

Mission Hills Financial Advisory, LLC

12.50K

Jun 30, 26

-4.89K

0.03%

Coppell Advisory Solutions LLC

12.36K

Jun 30, 26

+12.36K

0.03%

Atria Investments, Inc

11.87K

Jun 30, 26

+11.87K

0.03%

Capstone Wealth Management Group, Inc.

11.69K

Jun 30, 26

+11.69K

0.03%

Visionary Wealth Advisors

11.67K

Jun 30, 26

0.03%

Centurion Wealth Management LLC

11.60K

Jun 30, 26

+643

0.03%

CAHILL FINANCIAL ADVISORS INC

11.49K

Jun 30, 26

-5.19K

0.03%

Janney Montgomery Scott LLC

11.36K

Jun 30, 26

+1.16K

0.03%

Red Mountain Financial, LLC

11.33K

Jun 30, 26

+11.33K

0.03%

Integrated Wealth Concepts LLC

10.71K

Jun 30, 26

+10.71K

0.02%

Clear Creek Financial Management, LLC

10.33K

Jun 30, 26

-3.96K

0.02%

XY Planning Network, Inc.

10.20K

Jun 30, 26

+10.20K

0.02%

Smallwood Wealth Investment Management, LLC

9.70K

Jun 30, 26

+1.40K

0.02%

Sunflower Bank, N.A.

9.55K

Jun 30, 26

-3.07K

0.02%

Redhawk Wealth Advisors, Inc.

9.34K

Jun 30, 26

+1.42K

0.02%

Betterment LLC

9.04K

Jun 30, 26

+606

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

8.87K

Jun 30, 26

+3.09K

0.02%

Ausdal Financial Partners, Inc.

8.82K

Jun 30, 26

+239

0.02%

Gilman Hill Asset Management, LLC

8.75K

Jun 30, 26

0.02%

BURKE & HERBERT BANK & TRUST CO

8.48K

Jun 30, 26

-50

0.02%

Trademark Financial Management, LLC

8.40K

Jun 30, 26

+8.40K

0.02%

Global Retirement Partners, LLC

8.40K

Jun 30, 26

+8.40K

0.02%

KWB Wealth

8.39K

Jun 30, 26

+244

0.02%

First Heartland Consultants, Inc.

8.07K

Jun 30, 26

+2.16K

0.02%

Capital Analysts, LLC

7.64K

Jun 30, 26

+1.15K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.60K

Jun 30, 26

0.02%

HAZLETT, BURT & WATSON, INC.

7.23K

Jun 30, 26

+517

0.02%

Lido Advisors, LLC

7.10K

Jun 30, 26

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

7.06K

Jun 30, 26

+288

0.02%

AlphaCore Capital LLC

6.82K

Jun 30, 26

+251

0.02%

Lantern Wealth Advisors, LLC

6.79K

Jun 30, 26

+442

0.02%

BANK OF MONTREAL /CAN/

6.65K

Jun 30, 26

0.02%

Brady Martz Wealth Solutions, LLC

6.35K

Jun 30, 26

-95

0.01%

Everest Financial Group LLC

6.33K

Jun 30, 26

+697

0.01%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

6.32K

Jun 30, 26

+394

0.01%

Beaumont Financial Advisors, LLC

6.18K

Jun 30, 26

0.01%

BOURGEON CAPITAL MANAGEMENT LLC

6.10K

Jun 30, 26

+6.10K

0.01%

Walkner Condon Financial Advisors LLC

6.05K

Jun 30, 26

-6.70K

0.01%

Friday Financial

6.02K

Jun 30, 26

+1.79K

0.01%

Sigma Planning Corp

6.02K

Jun 30, 26

+301

0.01%

NATIONAL BANK OF CANADA /FI/

5.99K

Jun 30, 26

0.01%

SEAVIEW INVESTMENT MANAGERS LLC

5.89K

Jun 30, 26

-110

0.01%

SAGE FINANCIAL GROUP INC

5.77K

Jun 30, 26

+250

0.01%

EverSource Wealth Advisors, LLC

5.76K

Jun 30, 26

+1.63K

0.01%

Allworth Financial LP

5.74K

Jun 30, 26

+4.12K

0.01%

WETZEL INVESTMENT ADVISORS, INC.

5.69K

Jun 30, 26

-721

0.01%

Wescott Financial Advisory Group, LLC

5.14K

Jun 30, 26

+21

0.01%

Sequoia Financial Advisors, LLC

5.13K

Jun 30, 26

-296

0.01%

Stonehearth Capital Management, LLC

4.91K

Jun 30, 26

+288

0.01%

AQR CAPITAL MANAGEMENT LLC

4.89K

Jun 30, 26

+215

0.01%

GWN SECURITIES INC.

4.58K

Jun 30, 26

-468

0.01%

Advisory Alpha, LLC

4.57K

Jun 30, 26

-13.94K

0.01%

Farther Finance Advisors, LLC

4.54K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

4.47K

Jun 30, 26

+52

0.01%

WealthCare Investment Partners, LLC

4.34K

Jun 30, 26

+42

0.01%

BRASADA CAPITAL MANAGEMENT, LP

4.30K

Jun 30, 26

-1.20K

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

4.20K

Jun 30, 26

0.01%

CENTAURUS FINANCIAL, INC.

3.41K

Jun 30, 26

+153

0.01%

Banque Cantonale Vaudoise

3.24K

Jun 30, 26

-210

0.01%

Steward Partners Investment Advisory, LLC

3.22K

Jun 30, 26

+266

0.01%

HARBOUR INVESTMENTS, INC.

3.16K

Jun 30, 26

-453

0.01%

Acumen Wealth Advisors, LLC

2.75K

Jun 30, 26

+2.75K

0.01%

Trust Co

2.00K

Jun 30, 26

+482

0.00%

PRIVATE TRUST CO NA

1.41K

Jun 30, 26

+1.27K

0.00%

IFG Advisory, LLC

1.32K

Jun 30, 26

+1.32K

0.00%

Larson Financial Group LLC

1.29K

Jun 30, 26

-18

0.00%

WELLS FARGO & COMPANY/MN

1.26K

Jun 30, 26

+240

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.24K

Jun 30, 26

+1.24K

0.00%

Capital Investment Advisory Services, LLC

1.24K

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

1.03K

Jun 30, 26

0.00%

FMR LLC

875

Jun 30, 26

+875

0.00%

Dunhill Financial, LLC

767

Jun 30, 26

-141

0.00%

Rockefeller Capital Management L.P.

463

Jun 30, 26

-50.09K

0.00%

WHITTIER TRUST CO OF NEVADA INC

436

Jun 30, 26

+436

0.00%

MERCER GLOBAL ADVISORS INC /ADV

425

Jun 30, 26

+425

0.00%

1620 INVESTMENT ADVISORS, INC.

398

Jun 30, 26

+398

0.00%

AdvisorNet Financial, Inc

386

Jun 30, 26

0.00%

LFA - Lugano Financial Advisors SA

330

Jun 30, 26

+330

0.00%

Westside Investment Management, Inc.

303

Jun 30, 26

+303

0.00%

HHM Wealth Advisors, LLC

266

Jun 30, 26

-40

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

184

Jun 30, 26

+184

0.00%

Costello Asset Management, INC

Jun 30, 26

-177

0.00%

CULLEN/FROST BANKERS, INC.

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+20

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-639

0.00%

Elequin Securities, LLC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-716

Advisory Services Network, LLC

Jun 30, 26

-406

IHT Wealth Management, LLC

Jun 30, 26

-27.09K

Daybright Advisory Services, Inc.

Jun 30, 26

-19.41K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-15.27K

VERUS CAPITAL PARTNERS, LLC

Jun 30, 26

-5.74K

AllGen Financial Advisors, Inc.

Jun 30, 26

-156.00K

Independent Advisor Alliance

Jun 30, 26

-16.89K

WFA of San Diego, LLC

Jun 30, 26

-1.53K

Fortitude Financial, LLC

Jun 30, 26

-14.88K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-2.17K

Onyx Bridge Wealth Group LLC

Jun 30, 26

-212.63K

Clarity Asset Management, Inc.

Jun 30, 26

-190

Hobart Private Capital, LLC

Jun 30, 26

-4.79K

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-1

Financial Connections Group, Inc.

242.58K

Mar 31, 26

+73.80K

0.55%

Marmo Financial Group, LLC

110.00K

Mar 31, 26

-1.27K

0.25%

Capstone Wealth Management Group LLC

11.66K

Mar 31, 26

+3.75K

0.03%

Sunbelt Securities, Inc.

1.63K

Mar 31, 26

-84

0.00%

CWM, LLC

980

Mar 31, 26

0.00%

Running Point Capital Advisors, LLC

120.66K

Dec 31, 25

+19.98K

0.27%

Prosperity Wealth Management, Inc.

9.23K

Dec 31, 25

+437

0.02%

McCarthy & Cox

8.11K

Dec 31, 25

-351.36K

0.02%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

SPC Financial, Inc.

7.69K

Sep 30, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

248.36K

Jun 30, 25

+44.88K

0.56%

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.38K

HTLF Bank

21.57K

Dec 31, 24

0.05%

Raymond James Financial Services Advisors, Inc.

274.71K

Sep 30, 24

+10.36K

0.62%

Hyperion Partners, LLC

167.69K

Sep 30, 24

+6.42K

0.38%

BBJS FINANCIAL ADVISORS, LLC

88.07K

Sep 30, 24

+3.62K

0.20%

RAYMOND JAMES & ASSOCIATES

32.45K

Sep 30, 24

-560

0.07%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

26.39K

Sep 30, 24

+3.08K

0.06%

Cetera Advisor Networks LLC

57.83K

Mar 31, 24

+48.90K

0.13%

Simplicity Solutions, LLC

126.88K

Dec 31, 23

+424

0.29%

StrategIQ Financial Group, LLC

29.77K

Dec 31, 23

+8.90K

0.07%

COLONY GROUP LLC

42.77K

Sep 30, 23

+50

0.10%

DUBUQUE BANK & TRUST CO

21.57K

Sep 30, 23

0.05%

Quantitative Advantage, LLC

155.14K

Mar 31, 23

+907

0.35%

Foresight Wealth Management, LLC

Dec 31, 22

-24.72K

Beaumont Financial Partners, LLC

6.18K

Sep 30, 22

0.01%

Asset Planning Services, Ltd.

4.27K

Dec 31, 21

+25

0.01%

Ameritas Investment Company, LLC

11.72K

Sep 30, 21

+2.29K

0.03%

20/20 Capital Management, Inc.

178.92K

Jun 30, 21

+4.94K

0.41%

Watson Rebecca

Sep 30, 20

-550

Advisor Group, Inc.

904

Dec 31, 19

0.00%

Ceros Financial Services Inc.

24.46K

Mar 31, 19

+24.46K

0.06%